Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth

Scheme code: INF084M01EB0 NAV value: ₹ 24.4293 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.64	38.37	21.28	17.86
3 year	3.09	21.17	9.26	6.49
5 year	1.65	19.50	11.17	9.19
7 year	5.24	12.69	9.30	7.94
10 year	6.94	9.57	8.06	6.69

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	21.28
3 year	6.28	33.32	15.57	9.26
5 year	0.74	26.02	12.91	11.17
7 year	3.33	15.62	11.64	9.3
10 year	3.49	17.22	10.65	8.06
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	21.28
3 year	6.56	32.12	15.66	9.26
5 year	1	26.2	12.75	11.17
7 year	3.8	15.42	11.84	9.3
10 year	3.8	18	11.09	8.06
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	21.28
3 year	7.68	33.37	17	9.26
5 year	0.71	27.63	13.15	11.17
7 year	3.76	16.01	12.04	9.3
10 year	3.56	16.94	10.94	8.06
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	21.28
3 year	8.04	34.46	17.98	9.26
5 year	0.69	28.64	13.53	11.17
7 year	3.97	16.42	12.35	9.3
10 year	3.53	17.72	11.24	8.06
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 21.28% - Median return: 23.42% - Average standard deviation: 4.75

Rolling return for 3 year

- Average return: 9.26% - Median return: 8.71% - Average standard deviation: 1.7

Rolling return for 5 year

- Average return: 11.17% - Median return: 11.77% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 9.3% - Median return: 9.21% - Average standard deviation: 0.73

Rolling return for 10 year

- Average return: 8.06% - Median return: 8.1% - Average standard deviation: 0.48

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,00,557	1,00,557	8.39
3 year	36,00,000	40,55,855	4,55,855	4.06
5 year	60,00,000	80,42,372	20,42,372	6.04
7 year	84,00,000	1,22,28,846	38,28,846	5.51
10 year	1,20,00,000	2,11,81,085	91,81,085	5.85

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	8.39
3 year	7.35	4.06
5 year	7.28	6.04
7 year	6.36	5.51
10 year	5.93	5.85

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	8.39
3 year	7.51	4.06
5 year	7.25	6.04
7 year	6.38	5.51
10 year	6.15	5.85

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	8.39
3 year	8.25	4.06
5 year	7.64	6.04
7 year	6.58	5.51
10 year	6.21	5.85

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	8.39
3 year	8.74	4.06
5 year	7.97	6.04
7 year	6.78	5.51
10 year	6.43	5.85

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,00,557 - Absolute Returns: ₹1,00,557 - CAGR: 8.39%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,55,855 - Absolute Returns: ₹4,55,855 - CAGR: 4.06%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,42,372 - Absolute Returns: ₹20,42,372 - CAGR: 6.04%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,22,28,846 - Absolute Returns: ₹38,28,846 - CAGR: 5.51%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,11,81,085 - Absolute Returns: ₹91,81,085 - CAGR: 5.85%